Our client is seeking a very professional and unflappable person who can work in their busy customer service environment arranging bookings, organising to get customers in, deal with constant calls, making notes on the system for previous calls and taking multiplie calls efficiently.
You will be able to work in a fast paced environment within a very friendly company.
We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank.
Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.